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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,876 | $75,832-80.4% | $147,617-89.9% | $59,633-75.1% |
| Participation rate | 44.2% | 71.6%-27.4pp | 84.6%-40.5pp | 68.7%-24.5pp |
| Annual return | -0.97% | 0.37%-1.3pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $263 | $3,485-92.5% | $5,564-95.3% | $2,203-88.1% |
| Participant deferral / active EE | $1,122 | $3,131-64.1% | $4,895-77.1% | $3,192-64.8% |
| Admin fee / account holder | $3,231 | $5,986-46.0% | $11,612-72.2% | $4,297-24.8% |